Masco MAS

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    1. Masco Placates With Installation Spin-Off, Surprises With Big Share Repurchases and Layoffs

      Commentary

      Tue, 30 Sep 2014

      Masco announced the results of its portfolio review ..... basis-point improvement to margins. Masco will take a $30 million charge over the ..... possible moat upgrade to narrow would increase Masco 's fair value estimate by another dollar

    2. Masco announces spin off, repurchase program, staff reduction

      Headlines

      Tue, 30 Sep 2014

      Masco ( MAS +6.1% ) is spinning off its installation ..... business, which accounts for about $1.4B of Masco 's $8.2B in 2013 revenue, would headquartered in central Florida. Masco will remain headquartered in Michigan. The separation

    3. Macro Headwinds Not Too Great for Fortune Brands to Overcome; Valuation Becoming Attractive

      Commentary

      Thu, 31 Jul 2014

      market share. Home products grew organic revenue by 7%, ahead of an estimated 3% industry growth rate and 4% for close peer Masco . We expect the firm to continue to outgrow the industry given its sustainable competitive advantages within the dealer channel

    4. Masco's Margins Deliver Sequential Improvement; Changes to Our View Unlikely

      Commentary

      Mon, 28 Jul 2014

      Masco reported a nice bounce back second quarter following a disappointing first quarter. The no moat building supplier reported adjusted

    5. Fortune Brands H&S Significantly Affected by Weather in 1Q but Forward Outlook Still Bright

      Commentary

      Thu, 1 May 2014

      leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.

    6. Masco ’s 1Q Challenges Appear More Than Weather-Related

      Commentary

      Fri, 25 Apr 2014

      Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .

    7. Credit Market Outlook: Bonds Priced for the Benign

      Headlines

      Wed, 26 Mar 2014

      upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial

    8. Masco Shows Continued Leverage to Improving Housing Market in 4Q Results

      Commentary

      Tue, 11 Feb 2014

      Masco posted a solid close to much improved 2013 financial results. The building products company reported fourth-quarter adjusted

    9. Colfax Management Shuffle Readies Firm to Tackle ESAB Turnaround

      Commentary

      Thu, 26 Apr 2012

      Kiefaber's abilities to exploit the opportunity at hand given his execution to date at Colfax and his nearly 20 years with Masco MAS. On a call with investors, Simms indicated that another platform add is in the firm's "long-term view," and is

    10. Masco Posts Weak 4Q Results

      Commentary

      Tue, 14 Feb 2012

      Masco MAS disappointed on several levels with its ..... improvements in competitors' results. If Masco can't improve profitability over the next ..... a modest bright spot in the quarter, as Masco 's installation services segment enjoyed

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